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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6878 results found

  1. Yes or no option as a fillable field

    yes or no option as a fillable field

    2 votes

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    0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  2. Canva Docs

    Allowing Canva DOCS to be utilized in Panda

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  3. A pop up to place form fields when uploading pdfs to the Content Library

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Set Exclusion Rules for Salesforce Status Triggers

    Set Exclusion Rules for Salesforce Status Triggers

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  5. automatic collection - stripe

    automatic collection - stripe

    help collect payments that ​​may have otherwise been unsuccessful

    2 votes

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    0 comments  ·  Payments  ·  Admin →
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  6. Conditionally display fields mapped over from salesforce

    specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  7. Import contacts with their addresses through the Gmail

    Be able to import contacts with their addresses through the Gmail button.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Allow sending emails from our own domain

    Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Ability to update 'grand_total" using API.

    It would be helpful to have the ability to update 'grand_total" in a document using API

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  10. [QuoteBuilder <> Stripe] create items with recurring charges that will automatically stop.

    To have the option to create a product item with a recurring charge that will automatically stop after a certain period of time.
    For example, a product item with a recurring charge 10 USD/month for half a year.
    After 6th collection - it automatically stops.

    2 votes

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    0 comments  ·  CPQ - Quote Builder & Pricing table  ·  Admin →
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  11. Link PandaDoc documents to Stripe

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  12. Generate report on the time of document signing

    Ability to generate a report on the time when the document was signed

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  13. Send a pdf of a completed document to approvers

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  14. Ability to view the background image within the page properties.

    Ability to view the background image within the page properties.

    2 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  15. Checklist for Completed Items

    Checklist for completed items on a form or document that can be followed by the document owner.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Ability to add comments to Audit trail

    Ability to add comments to Audit trail

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  17. option for recipient to save the signed document to their own PandaDoc account

    option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Admin →
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  18. Edit the email of the sent document then auto resend it after it was changed

    Edit the email of the sent document then auto resend it after it was changed

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. Bundle document in Salesforce PandaDoc module

    Ability to click on the "+ Document" option in Salesforce's PD module

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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  20. Option to filter documents without tags

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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